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E37: Silicon Valley's Biggest Lie: Why Two AI Megaprojects Worth $1 Trillion Just Imploded (And Who's Actually Winning)
The most expensive 30 minutes in tech history: How Tesla torched $1.5 billion while SoftBank announced a $500 billion company that doesn't exist.
Breaking down:
- Morgan Stanley's $500B Dojo valuation to shutdown in 24 months (investor losses unreported)
- D1 chip yield rate: <10% | Translation: 9 out of 10 chips straight to trash ($100M+ waste)
- SoftBank's actual cash: $24B | Promised Stargate investment: $100B (Oracle CEO: "entity never formed")
- 2 Months from Musk's "spectacular" tweet to complete shutdown (August 7, 2025)
- 20 Tesla engineers flee to DensityAI, immediately raise $200M (vs Tesla's $1.5B failure)
Plus: The data center SoftBank is showing investors that they don't actually own (Crusoe Energy confirms).
While you're reading about AGI breakthroughs, the companies actually shipping are building boring infrastructure that prints money.
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By Malcolm WerchotaThe most expensive 30 minutes in tech history: How Tesla torched $1.5 billion while SoftBank announced a $500 billion company that doesn't exist.
Breaking down:
- Morgan Stanley's $500B Dojo valuation to shutdown in 24 months (investor losses unreported)
- D1 chip yield rate: <10% | Translation: 9 out of 10 chips straight to trash ($100M+ waste)
- SoftBank's actual cash: $24B | Promised Stargate investment: $100B (Oracle CEO: "entity never formed")
- 2 Months from Musk's "spectacular" tweet to complete shutdown (August 7, 2025)
- 20 Tesla engineers flee to DensityAI, immediately raise $200M (vs Tesla's $1.5B failure)
Plus: The data center SoftBank is showing investors that they don't actually own (Crusoe Energy confirms).
While you're reading about AGI breakthroughs, the companies actually shipping are building boring infrastructure that prints money.